Self Employed Claims
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      Files

      The files area allows you to manipulate several areas of content/calculation within the form. The three files can be found by accessing System Management > Settings, clicking on Files and selecting the Self Employed Earnings form:

       

      The three files are described below:�

      Name

      		 What does it control?
      Business Categories.xml Within the form there is a question which asks about the type of business the person has e.g. Beauty, Carpenter, Accountancy.This drop down list can be modified by updating the values in this file. 
      Self Employed Expenses.xml Within the form there is a large list of expenses for the customer to select as being those they pay as a part of their business. This file allows the list of options to be updated, make them income related expenses / capital expenditure expenses and also set whether they're allowable, partially allowable or disallowed.
      taxandnirates.xml This file holds the current financial year's thresholds and rates for tax and national insurance. This file requires to be updated each year with the current year's values.
      taxandnirateslastyear.xml This file holds the previous financial year's thresholds and rates for tax and national insurance. This file requires to be updated each year with the current year's values.

       

      Business Categories file

      The following is an example Business Category in the file:

      <BusinessCategory Value="Author">Author / Writers / Translators</BusinessCategory>

      The wording in italics i.e. Author / Writers / Translators are what will be shown in the form as an option. Therefore it is just a case of updated the text to ensure the option is updated. Note that it is possible to add new/different options but you need to ensure that it has a unique value as highlighted here:

       <BusinessCategory Value="Author" / Writers / Translators</BusinessCategory>

      Self Employed Expenses file

      This file is long but is basically the same set of fields repeated multiple times for different expense types. The following is an example expense:

      <Expense>
  <Id>Stationery
   Id>
  <Name>Stationery costs, including for computer consumable and printing
    Name> <Description>Money you spend on paper, envelopes, paper clips, bull-dog clips, treasury tags, rubber bands, pens, pencils, rubbers, pencil sharpeners, staplers, staple removers, scissors, folders, files, pockets, labels, rulers, drawing pins, hole punchers, ring reinforcers, batteries, sellotape, paper glue for business use. Stationary can also include items for computer such as toners, ink cartridges, floppy disks, recordable and re-writable CD’s and DVD’s, back-up tapes and other media
     Description> <Allowable>1.0
      Allowable> <Type>Income
       Type> 
        Expense>

      The four values that can be changed are highlighted in bold.

      • The<Name> section contains the name of the expense as it is shown in the form.
      • The <Description> section contains the explanatory text as shown in the form for that expense
      • The <Allowable>  section contains a multiplier value. I.e. If 1.0 then 100% of the expense value entered will be allowable. If 0.75 were entered it would be 75% allowed and 0 would equate to disallowed.
      • The  <Type> section simply allows for it to be categorised with either income related or capital expenditure related expenses.

      Tax and NI Rates file

      This file contains each of the values that comprise the tax and national insurance calculation. The file is shown below and explained after that:

      <Taxes>
        <Tax name="Income Tax">
          <band name="Personal Allowance">
            <threshold>0</threshold>
            <ratePercent>0</ratePercent>
          </band>
          <band name="Basic Rate">
            <threshold>11500</threshold>
            <ratePercent>20</ratePercent>
          </band>
          <band name="Higher Rate">
            <threshold>45000</threshold>
            <ratePercent>40</ratePercent>
          </band>
          <band name="Additional Rate">
            <threshold>150000</threshold>
            <ratePercent>45</ratePercent>
          </band>
        </Tax>
        <Tax name="National Insurance">
          <band name="Class 2 Contributions">
            <threshold>0</threshold>
            <ratePercent>0</ratePercent>
          </band>
          <band name="Class 2 Contributions">
            <threshold>6025</threshold>
            <ratePerWeek>2.85</ratePerWeek>
          </band>
          <band name="Class 4 Contributions">
            <threshold>8164</threshold>
            <ratePercent>9</ratePercent>
          </band>
          <band name="Class 4 Contributions">
            <threshold>45000</threshold>
            <ratePercent>2</ratePercent>
          </band>
        </Tax>
      </Taxes>

       

      The threshold value shows the amount where this tax type becomes relevant.

      The rate illustrates the % amount that will be taken. So for Tax the values are highlighted below in bold:

      Personal Allowance is 0 - 11499.99 (0% rate)

      Basic Rate is 11500.00 - 44999.99 (20% rate)

      Higher Rate is 45000 - 149999.99 (40% rate)

      Additional Rate 150000 - 999999999 (45% rate)